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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,967 | $138,102-38.5% | $125,381-32.2% | $134,532-36.8% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -17.24% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,043 | $5,245-42.0% | $4,815-36.8% | $4,741-35.8% |
| Participant deferral / active EE | $4,893 | $7,801-37.3% | $7,448-34.3% | $6,401-23.6% |
| Admin fee / account holder | $619 | $11,568-94.6% | $10,007-93.8% | $11,429-94.6% |